Viewing SharePoint Documents

This article will show you how to view your SharePoint documents in Clik Remote.

Before you start

You will need to have your SharePoint set up in Clik Service. If you have SharePoint and have not set it up, please go to our ‘setting up SharePoint’ article.

In this example, we will be looking at a document shared on a job sheet in Clik Remote Engineer.

Once you have logged in to Clik Remote, go to ‘Jobs’ and select the job that has a SharePoint document.

On the job, scroll down to ‘Documents’ and you will see the document with a few options. If it’s a SharePoint document, the ‘View Online’ option will be available, this means you can edit the document directly if you have Microsoft 365 and SharePoint.

You can view documents that are from SharePoint in many other places in Clik Remote, such as site documents. This can be found under a job sheet by going to ‘Site Documents’, clicking ‘View’, selecting the document and clicking ‘View Online’.

That’s it, you can now view SharePoint documents on Clik Remote.